Muirfield Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Muirfield Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.12M	Buy	30,104 +213	+0.7%	+$48.9K	4.65%	5
2026 Q1	$6.43M	Sell	29,891 -51	-0.2%	-$11.4K	4.73%	6
2025 Q4	$6.58M	Sell	29,942 -1,095	-4%	-$239K	4.83%	5
2025 Q3	$6.7M	Buy	31,037 +260	+0.8%	+$54.6K	4.97%	5
2025 Q2	$6.3M	Sell	30,777 -392	-1%	-$76K	5.01%	5
2025 Q1	$6.05M	Sell	31,169 -263	-0.8%	-$52.3K	5.14%	5
2024 Q4	$6.16M	Sell	31,432 -272	-0.9%	-$54.3K	5.07%	4
2024 Q3	$6.28M	Buy	31,704 +151	+0.5%	+$28.8K	5.33%	5
2024 Q2	$5.76M	Sell	31,553 -76	-0.2%	-$13.7K	5.41%	4
2024 Q1	$5.78M	Sell	31,629 -56	-0.2%	-$9.84K	5.56%	4
2023 Q4	$5.4M	Buy	+31,685	New	+$5.1M	5.72%	4

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Muirfield Wealth Advisors's VIG Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.71% in Q2 2026, buying an estimated $48.9K and bringing the position to 30,104 shares worth $7.12M. The position accounts for 4.65% of the portfolio, ranked #5.

Muirfield Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Muirfield Wealth Advisors held 30,104 shares of Vanguard Dividend Appreciation ETF worth $7.12M as of Q2 2026.
Muirfield Wealth Advisors bought 213 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $48.9K.
Vanguard Dividend Appreciation ETF made up 4.65% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Muirfield Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.